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B2B loyalty

A channel scheme finance can reconcile

Points traceable to a settled transaction, with reversal rules decided before launch.

The problem

A dealer scheme runs on spreadsheets. Points cannot be traced to an invoice, disputes surface at redemption, and nobody modelled the liability before it was announced.

Approach

How we would approach it

01

Version the earning rules, so a scheme change never rewrites points already earned

02

Accrue on settlement with a hold period, and reverse automatically on returns

03

Compute tiers on a defined window with a grace period, communicated in advance

04

Publish a partner ledger showing the same figures finance sees

05

Model the cost of a proposed scheme against last year's actual transactions first

Measures

What we would measure

Agreed at the start, reported against honestly. If a measure is not worth arguing about now, it is not worth reporting later.

  • Liability accrued versus modelled
  • Disputes per thousand accruals
  • Redemption rate by tier
  • Reversal rate and its cause

Capabilities involved

What usually goes wrong

A scheme with no modelled ceiling is an open-ended liability. Model it against real transaction history before it is announced, not after the first quarter.

Next

Have something worth building?

Tell us the constraint you are working against. If we are not the right people for it, we will say so.

Or write to connect@jannex.in